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Retirement Benefits

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Captive Insurance Retirement Benefits

In certain situations, a Captive Insurance Company may provide ancillary retirement benefits to its shareholders , however, due to the complex nature of retirement planning , you should consult with your retirement planning advisor regarding your intention to engage in a captive insurance transaction before doing so in order to ensure proper planning and coordination. You should also consult with an independent licensed CPA and attorney who are experts in captive insurance laws and regulations before engaging in any captive insurance transactions.